Montrusco Bolton Investments Inc. Acquires 240,754 Shares of JPMorgan Chase & Co. $JPM

Posted by Linda Flegge on Jul 9th, 2026

Montrusco Bolton Investments Inc. boosted its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 23.9% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 1,246,180 shares of the financial services provider’s stock after acquiring an additional 240,754 shares during the period. JPMorgan Chase & Co. accounts for 5.4% of Montrusco Bolton Investments Inc.’s holdings, making the stock its 5th biggest position. Montrusco Bolton Investments Inc.’s holdings in JPMorgan Chase & Co. were worth $356,018,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Roxbury Financial LLC lifted its stake in shares of JPMorgan Chase & Co. by 0.4% during the 4th quarter. Roxbury Financial LLC now owns 8,011 shares of the financial services provider’s stock worth $2,581,000 after buying an additional 31 shares during the last quarter. Collective Family Office LLC grew its stake in JPMorgan Chase & Co. by 1.0% in the 4th quarter. Collective Family Office LLC now owns 3,339 shares of the financial services provider’s stock valued at $1,076,000 after buying an additional 32 shares during the last quarter. Essential Planning LLC. grew its stake in JPMorgan Chase & Co. by 2.4% in the 4th quarter. Essential Planning LLC. now owns 1,399 shares of the financial services provider’s stock valued at $451,000 after buying an additional 33 shares during the last quarter. Tevis Investment Management raised its holdings in JPMorgan Chase & Co. by 0.8% in the 3rd quarter. Tevis Investment Management now owns 4,238 shares of the financial services provider’s stock valued at $1,337,000 after acquiring an additional 34 shares during the period. Finally, Spinnaker Investment Group LLC raised its holdings in JPMorgan Chase & Co. by 0.7% in the 4th quarter. Spinnaker Investment Group LLC now owns 5,183 shares of the financial services provider’s stock valued at $1,670,000 after acquiring an additional 34 shares during the period. 71.55% of the stock is owned by institutional investors.

JPMorgan Chase & Co. Trading Down 2.6%

Shares of JPM stock opened at $330.37 on Thursday. The stock has a market cap of $885.23 billion, a P/E ratio of 15.82, a price-to-earnings-growth ratio of 1.55 and a beta of 0.99. JPMorgan Chase & Co. has a 1 year low of $279.10 and a 1 year high of $343.45. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 1.30. The stock has a 50 day simple moving average of $314.85 and a 200 day simple moving average of $309.47.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last posted its quarterly earnings data on Tuesday, April 14th. The financial services provider reported $5.94 EPS for the quarter, topping analysts’ consensus estimates of $5.50 by $0.44. The firm had revenue of $50.54 billion for the quarter, compared to analyst estimates of $48.30 billion. JPMorgan Chase & Co. had a return on equity of 17.54% and a net margin of 20.66%.The company’s revenue was up 10.0% on a year-over-year basis. During the same quarter last year, the company earned $5.07 EPS. On average, research analysts predict that JPMorgan Chase & Co. will post 22.82 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Monday, July 6th will be issued a dividend of $1.50 per share. The ex-dividend date of this dividend is Monday, July 6th. This represents a $6.00 annualized dividend and a dividend yield of 1.8%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 28.74%.

Key Stories Impacting JPMorgan Chase & Co.

Here are the key news stories impacting JPMorgan Chase & Co. this week:

Positive Sentiment: Several Wall Street firms raised their price targets on JPMorgan, including Morgan Stanley, UBS and Bank of America, signaling continued confidence in the bank’s earnings power and valuation. JPMorgan to pursue smaller deals in latest growth push
Positive Sentiment: JPMorgan is expanding its investment banking franchise by launching a team focused on smaller companies valued between $100 million and $500 million, which could widen fee opportunities and deepen client relationships. JPMorgan (JPM) Ranks Among the Most Profitable Stocks
Positive Sentiment: The bank’s recent dividend increase and new $50 billion buyback authorization underscore strong capital generation and shareholder returns, which investors typically view favorably. Why JPMorgan’s (JPM) Dividend Hike and $50 Billion Buyback Make It a Strong Capital-Return Tax Case
Neutral Sentiment: JPMorgan remains a top pick in profitability screens and is seen as a likely earnings beat candidate, but much of this is already reflected in expectations ahead of next week’s report. JPMorgan Chase Co. (JPM) Reports Next Week: Wall Street Expects Earnings Growth
Neutral Sentiment: Options traders are pricing in a sizable move around the July 14 earnings release, suggesting investors are bracing for volatility rather than a clear directional catalyst. JPMorgan Chase: Here’s One Trade To Consider As Earnings Approach
Negative Sentiment: Recent trading has been weaker than the broader market, reflecting some profit-taking and caution ahead of earnings despite the favorable analyst tone. JPMorgan Chase & Co. (JPM) Registers a Bigger Fall Than the Market: Important Facts to Note

Insider Activity

In other JPMorgan Chase & Co. news, CFO Jeremy Barnum sold 3,022 shares of the business’s stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $309.41, for a total transaction of $935,037.02. Following the sale, the chief financial officer directly owned 32,438 shares of the company’s stock, valued at $10,036,641.58. The trade was a 8.52% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,467 shares of the company’s stock in a transaction dated Monday, June 22nd. The shares were sold at an average price of $330.73, for a total value of $1,808,100.91. Following the completion of the sale, the general counsel owned 40,961 shares in the company, valued at $13,547,031.53. This trade represents a 11.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 33,623 shares of company stock valued at $10,427,835. 0.41% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on JPM. Morgan Stanley boosted their price objective on JPMorgan Chase & Co. from $336.00 to $362.00 and gave the stock an “equal weight” rating in a report on Monday, June 29th. Piper Sandler lifted their price target on JPMorgan Chase & Co. from $325.00 to $345.00 and gave the stock an “overweight” rating in a report on Wednesday, April 15th. Wells Fargo & Company boosted their price target on JPMorgan Chase & Co. from $350.00 to $360.00 and gave the company an “overweight” rating in a research note on Monday. Evercore reaffirmed an “outperform” rating and issued a $360.00 price objective on shares of JPMorgan Chase & Co. in a report on Monday. Finally, HSBC increased their price objective on JPMorgan Chase & Co. from $288.00 to $312.00 and gave the stock a “hold” rating in a research report on Monday, May 4th. Fourteen analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $345.33.

View Our Latest Stock Report on JPM

About JPMorgan Chase & Co.

(Free Report)

JPMorgan Chase & Co (NYSE: JPM) is a diversified global financial services firm headquartered in New York City. The company provides a wide range of banking and financial products and services to consumers, small businesses, corporations, governments and institutional investors worldwide. Its operations span retail banking, commercial lending, investment banking, asset management, payments and card services, and treasury and securities services.

The firm’s principal business activities are organized across several core lines: Consumer & Community Banking, which offers deposit accounts, mortgages, auto loans, credit cards and branch and digital banking under the Chase brand; Corporate & Investment Banking, which provides capital markets, advisory, underwriting, trading and risk management services; Commercial Banking, delivering lending, treasury and capital solutions to middle-market and corporate clients; and Asset & Wealth Management, which offers investment management, private banking and retirement services to institutions and high-net-worth individuals.